Whether your priority is improving your lifestyle or attaining financial security, investments from La Playa can help you create wealth that can provide funds for your short, medium and long term needs.
We’ll talk through your expectations and specific investment goals (be it further education or a major purchase such as a holiday home), and how much risk you feel comfortable with.
La Playa Wealth can structure a portfolio of investments to fit your tax situation, your attitude to risk and your ethical stance. Then we’ll journey with you, proactively managing your investments, flexing the plan and reacting quickly to changing times.
3 Guiding Principles
We use state-of-the-art technology to screen vast data sets from around the world – an intricate reporting system equivalent to a team of research analysts. This informs high-level human decision-making, enabling us to identify economic cycles and risk appetites within the markets, so that you enjoy the benefits of calculated risk across various asset classes. Our performance record speaks for itself, and we think you’ll find our charging transparency refreshingly different.
Whether your priority is improving your lifestyle or attaining financial security, we’ll help you create wealth that can provide funds for your short, medium and long term needs.
Unit trusts & OEICs (Open Ended Investment Companies) provide an alternative to investing directly into shares, as you invest collectively with other individuals into investment "funds".
Funds can invest in UK & International equities, government & fixed interest securities and commercial property. They may also focus on specialist investment sectors such as technology or socially responsible enterprise.
Offshore investments work well for people who spend some of their time abroad, or who plan to live outside the UK and don't want their investments to be subject to UK tax rules.
They also enable UK-based investors to “defer” paying tax on some of their investments until a time of their choosing.
Offshore investments are usually based in recognised domains such as the Channel Islands, Dublin and Luxembourg.
The Individual Savings Account (ISA) is a tax-efficient way of saving money to provide a lump sum, for whatever purpose, for the future.
You can invest in stocks and shares or cash. Talk to us to find out how they might work for you. We’ll steer you through the difficult waters of ISA rules to achieve the maximum benefit.
Lewis & Jill B
La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.
Investing with Intelligence
Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof.
Get in touch - our initial consultation is free, and it could be the best move you make this year.